Thrivent Financial for Lutherans

Position in AMAT — Applied Materials Inc /De

CIK 314984 Minneapolis, MN

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$324,955,965

+$291,328,958 QoQ

Shares Held

449,455

+356.8% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#155

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Thrivent Financial for Lutherans holds $1,170,638,734 across 21 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,075,010	$465,834,082
2	AMAT	Applied Materials Inc /De This page	449,455	$324,955,965
3	ONTO	Onto Innovation Inc.	586,721	$222,044,561
4	COHU	Cohu Inc	945,177	$69,858,032
5	KLAC	Kla Corp	79,536	$23,996,804
6	FORM	Formfactor Inc	51,190	$8,186,816
7	ENTG	Entegris Inc	45,395	$8,164,744
8	TER	Teradyne, Inc	15,914	$7,699,829

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,955,965	449,455	+356.8%	Shares	Sole	2026-08-14
2026-03-31	$33,627,007	98,385	-20.5%	Shares	Sole	2026-05-01
2025-12-31	$31,822,042	123,826	+39.3%	Shares	Sole	2026-02-05
2025-09-30	$18,196,061	88,874	-89.5%	Shares	Sole	2025-11-04
2025-06-30	$155,064,133	847,021	-7.4%	Shares	Sole	2025-08-26
2025-03-31	$131,289,888	914,496	-10.7%	Shares	Sole	2025-08-26
2024-12-31	$164,874,199	1,023,598	+2.8%	Shares	Sole	2025-02-10
2024-09-30	$201,269,883	996,139	+27.9%	Shares	Sole	2024-11-07
2024-06-30	$183,782,166	778,771	+6.6%	Shares	Sole	2024-08-13
2024-03-31	$150,625,441	730,376	-8.6%	Shares	Sole	2024-05-14
2023-12-31	$129,560,052	799,408	+13.3%	Shares	Sole	2024-02-14
2023-09-30	$97,674,536	705,486	-12.7%	Shares	Sole	2023-11-14
2023-06-30	$116,845,268	808,394	-0.6%	Shares	Defined	2023-08-14
2023-03-31	$99,847,646	812,893	+7.6%	Shares	Sole	2023-05-17
2022-12-31	$73,542,154	755,208	+1648.9%	Shares	Sole	2023-02-08
2022-09-30	$3,537,901	43,182	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$3,947,349	43,387	-6.2%	Shares	Sole	2022-08-16
2022-03-31	$6,098,385	46,270	+16.9%	Shares	Sole	2022-05-13
2021-12-31	$6,227,679	39,576	-11.2%	Shares	Sole	2022-02-16
2021-09-30	$5,736,722	44,564	+10.9%	Shares	Sole	2021-11-15
2021-06-30	$5,719,780	40,167	-16.2%	Shares	Sole	2021-09-24
2021-03-31	$6,400,775	47,910	+19.8%	Shares	Sole	2021-05-17
2020-12-31	$3,451,654	39,996	-3.6%	Shares	Sole	2021-02-16
2020-09-30	$2,466,639	41,491	-2.1%	Shares	Sole	2020-11-10
2020-06-30	$2,562,294	42,387	+0.7%	Shares	Sole	2020-08-12
2020-03-31	$1,929,205	42,104	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.